Individual Tax Returns
Wages, rentals, share sales and side businesses. Every deduction you are entitled to, and none that you are not.
What this actually is
If your return is simple, this is quick and straightforward. If it has picked up a rental, a share portfolio, a bit of contracting or a capital gain, that is exactly when it is worth having someone who does this every day look at it.
Tom Dunell CPA · Registered tax agent 26254256
What you get, specifically.
- Your return prepared, checked and lodged
- Rental property schedules, including the depreciation you are probably missing
- Share, crypto and property capital gains worked out properly
- Sole trader and side business income, with the deductions that come with it
- Work related deductions reviewed against what you actually do for a living
- A short note on anything worth doing differently before 30 June next year
- Wage earners who want it done right rather than done in an app
- Landlords with one or two properties
- People with a side business alongside a job
- Anyone who sold shares, crypto or a property this year
Three steps, and no surprises in any of them.
Have a chat
Ring, email, or fill in the form. Fifteen minutes on the phone is usually enough to work out what you need and whether I am the right fit.
Send me what you have
Even if it is a shoebox and a bank statement. I will tell you what is missing rather than guess at it.
I do the work
I prepare the work and send you a draft to look over. Nothing is lodged until you have seen it and understood it.
What people ask about individual tax returns.
Is it deductible?
Three things have to be true. You spent the money and were not paid back for it, it is connected to earning your income, and you can show a record of it. Get all three and we claim it. That is the whole test.
Do I have to come in?
No. Most personal returns happen by phone and email and it works well. If you would rather sit down, we can arrange it.
How long does it take?
Once I have everything, usually a few days. The waiting is almost always for paperwork, not for me.
Usually needed alongside this.
Capital gains & property
CGT on property, shares and business assets, plus the exemptions people miss.
What is involved →Tax planning
A look at the year before it closes, while there is still something you can do about it.
What is involved →ATO disputes & late lodgements
Catching up overdue lodgements and dealing with the ATO on your behalf.
What is involved →Need a hand with individual tax returns?
Ring with a rough idea of your situation and I will tell you what it involves and what happens next.